SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $880,782 | -31.0% | 16,780 | -28.4% | 0.16% | -30.4% |
| Q2 2023 | $1,276,564 | +8.2% | 23,449 | +0.2% | 0.24% | +6.3% |
| Q1 2023 | $1,180,264 | +19.7% | 23,404 | +12.2% | 0.22% | +11.5% |
| Q4 2022 | $986,044 | -8.9% | 20,851 | -15.0% | 0.20% | -23.1% |
| Q3 2022 | $1,082,000 | -0.9% | 24,525 | +4.4% | 0.26% | +2.0% |
| Q2 2022 | $1,092,000 | -18.6% | 23,485 | -2.7% | 0.26% | -4.9% |
| Q1 2022 | $1,342,000 | -8.8% | 24,137 | -4.1% | 0.27% | -14.9% |
| Q4 2021 | $1,471,000 | +7.1% | 25,169 | -2.9% | 0.32% | -35.1% |
| Q3 2021 | $1,373,000 | -3.2% | 25,912 | -3.3% | 0.48% | +43.1% |
| Q2 2021 | $1,419,000 | +12.6% | 26,790 | +4.6% | 0.34% | +9.4% |
| Q1 2021 | $1,260,000 | +76.0% | 25,619 | +64.9% | 0.31% | +46.9% |
| Q4 2020 | $716,000 | – | 15,535 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,782,426 | $53,455,000,000 | 29.05% |
| AFFINIA FINANCIAL GROUP, LLC | 763,892 | $24,024,000 | 22.29% |
| Financial Strategies Group, Inc. | 681,449 | $21,432,000 | 19.41% |
| Shepherd Financial Partners LLC | 1,462,404 | $45,989,000 | 15.92% |
| Professional Financial Advisors, LLC | 209,674 | $7,443,000 | 13.45% |
| Wealth Enhancement & Preservation of GA, LLC | 444,880 | $13,990,000 | 13.28% |
| Lee Financial Group Hawaii, Inc. | 367,057 | $11,544,000 | 13.24% |
| Rosenberg Matthew Hamilton | 418,911 | $13,175,000 | 13.10% |
| Annex Advisory Services, LLC | 2,428,840 | $76,387,000 | 10.82% |
| Barber Financial Group, Inc. | 1,080,181 | $33,972,000 | 10.74% |